MIM

MTM Investment Management Portfolio holdings

AUM $316M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.34M
3
+$625K
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$623K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$479K

Top Sells

1
+$1.88M
2
+$247K
3
+$242K
4
HD icon
Home Depot
HD
+$184K
5
MSFT icon
Microsoft
MSFT
+$178K

Sector Composition

1 Technology 12.72%
2 Financials 10.35%
3 Consumer Discretionary 8.89%
4 Healthcare 8.28%
5 Energy 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$719K 0.23%
9,541
102
$716K 0.23%
2,945
+150
103
$711K 0.23%
4,175
-200
104
$708K 0.23%
7,564
105
$679K 0.22%
3,685
106
$671K 0.21%
1,950
+2
107
$671K 0.21%
21,459
108
$649K 0.21%
1,858
109
$647K 0.21%
2,522
110
$642K 0.2%
1,695
111
$636K 0.2%
3,169
+3
112
$616K 0.2%
2,961
+4
113
$616K 0.2%
6,060
114
$594K 0.19%
3,829
+2
115
$592K 0.19%
1,402
116
$585K 0.19%
1,778
-30
117
$584K 0.19%
11,840
+700
118
$581K 0.18%
8,523
-160
119
$578K 0.18%
3,951
-122
120
$575K 0.18%
42,644
+107
121
$569K 0.18%
775
+13
122
$558K 0.18%
8,328
-350
123
$541K 0.17%
11,697
-993
124
$534K 0.17%
2,853
+20
125
$528K 0.17%
3,955
3 4
5
6 7